Uncaged Impact provides strategic consulting and advisory services to organizations, foundations, RIAs, corporations, and high-net-worth investors regarding impact investing strategies and capital structuring.

 

These services may include strategic planning, due diligence, and the design of financing vehicles such as blended finance structures, revolving loan funds, and other impact-capital initiatives.

Basic Insights: Ideal for clients who need one-time advice on a financial decision or a DIY client who wants to know if they are on the right track. Consists of a comprehensive review and analysis, detailed personal recommendations, and a measurable action plan to help you achieve your financial objectives with clarity and confidence. Fixed fees range from $2,500 to $4,000.

On-going Financial Planning and Advice: Ideal for clients seeking continuous guidance on their financial goals and personalized advice throughout the year. Annual fees range from $4,000 to $7,000.

We are passionate about using capital in ways that align with your values. We use proprietary, values-aligned portfolios that give you full transparency into what you own, so that you can rest assured your assets are not supporting harmful activities.

Through ongoing research and monitoring of critical issues such as environmental sustainability, social justice, and animal welfare, we provide clients the key to aligning investments with their values.

At the same time, we actively monitor your investments to ensure strong financial performance, regularly rebalancing portfolios and managing risk.

* Investment management services are available as a separate service, with fees based on assets under management (AUM). You can find full details in our Form ADV or contact us for more information.